GWMIA
Global Wealth Management Investment Advisory’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
19,988
-883
| -4% | -$68.3K | 0.29% | 81 |
|
|
2025
Q1 | $1.6M | Sell |
20,871
-98
| -0.5% | -$7.5K | 0.32% | 82 |
|
|
2024
Q4 | $1.57M | Buy |
20,969
+909
| +5% | +$67.9K | 0.32% | 83 |
|
|
2024
Q3 | $1.57M | Buy |
20,060
+4,720
| +31% | +$370K | 0.34% | 80 |
|
|
2024
Q2 | $1.15M | Sell |
15,340
-691
| -4% | -$51.7K | 0.27% | 84 |
|
|
2024
Q1 | $1.21M | Sell |
16,031
-1,753
| -10% | -$132K | 0.3% | 85 |
|
|
2023
Q4 | $1.36M | Sell |
17,784
-955
| -5% | -$72.9K | 0.35% | 75 |
|
|
2023
Q3 | $1.36M | Sell |
18,739
-714
| -4% | -$51.6K | 0.38% | 73 |
|
|
2023
Q2 | $1.46M | Sell |
19,453
-871
| -4% | -$65.5K | 0.4% | 70 |
|
|
2023
Q1 | $1.56M | Sell |
20,324
-15,254
| -43% | -$1.17M | 0.47% | 64 |
|
|
2022
Q4 | $2.64M | Sell |
35,578
-463
| -1% | -$34.4K | 0.86% | 49 |
|
|
2022
Q3 | $2.65M | Sell |
36,041
-455
| -1% | -$33.4K | 0.94% | 39 |
|
|
2022
Q2 | $2.83M | Sell |
36,496
-1,825
| -5% | -$142K | 0.96% | 40 |
|
|
2022
Q1 | $3.14M | Buy |
38,321
+26,797
| +233% | +$2.2M | 0.93% | 37 |
|
|
2021
Q4 | $1.01M | Sell |
11,524
-106
| -0.9% | -$9.29K | 0.3% | 86 |
|
|
2021
Q3 | $1.04M | Buy |
11,630
+206
| +2% | +$18.4K | 0.33% | 80 |
|
|
2021
Q2 | $1.03M | Buy |
11,424
+613
| +6% | +$55.2K | 0.34% | 78 |
|
|
2021
Q1 | $959K | Buy |
10,811
+216
| +2% | +$19.2K | 0.35% | 76 |
|
|
2020
Q4 | $984K | Buy |
10,595
+121
| +1% | +$11.2K | 0.38% | 71 |
|
|
2020
Q3 | $979K | Buy |
10,474
+126
| +1% | +$11.8K | 0.42% | 67 |
|
|
2020
Q2 | $964K | Buy |
10,348
+36
| +0.3% | +$3.35K | 0.41% | 68 |
|
|
2020
Q1 | $921K | Buy |
10,312
+262
| +3% | +$23.4K | 0.46% | 67 |
|
|
2019
Q4 | $877K | Buy |
10,050
+336
| +3% | +$29.3K | 0.37% | 74 |
|
|
2019
Q3 | $855K | Buy |
9,714
+175
| +2% | +$15.4K | 0.39% | 67 |
|
|
2019
Q2 | $825K | Buy |
9,539
+5
| +0.1% | +$432 | 0.4% | 70 |
|
|
2019
Q1 | $800K | Buy |
9,534
+115
| +1% | +$9.65K | 0.42% | 68 |
|
|
2018
Q4 | $766K | Buy |
+9,419
| New | +$766K | 0.45% | 70 |
|